4 Keys to Building Advisory Relationships
Total Credits: 1 including 1 Business Management & Organization - Non-technical
- Average Rating:
- 13
- Categories:
- Partner Produced
- Speaker:
- Asaly E. Merritt
- Course Levels:
- Update
- Duration:
- 1 Hour
- License:
Description
While the conversation around advisory services is not new, the true aim of firms should not be merely in delivering advisory services, but in building advisory relationships. In this session we will dig into 4 keys for your firm to begin doing right away in order to build those advisory relationships.
Basic Course Information
Learning Objectives- Discover the four keys to building advisory relationships to grow your practice.
Major Subjects
- Scope Agreement
- Duplication Thinking
- Best Practices
- Monetize Advisory Services
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| 4 Keys to Building Advisory Relationships Handout (2.3 MB) | Available after Purchase | ||
Speaker
Asaly E. Merritt Related Seminars and Products
Solutions Consultant
Thomson Reuters
- Passionate about helping firms move their practice forward
- Specializes in Advisory and Firm Management
- Happily partnering with Tax and Accounting firms for 7+ years helping them achieve their goals using Thomson Reuters Products/Services
- Graduated from Eastern Michigan University with a degree in Business
Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
CPAs in public practice, managing partners and sole practitioners
Original Recording Date
06/2022
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog
06/14/22
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Reviews
| 5 |
|
| 4 |
|
| 3 |
|
| 2 |
|
| 1 |
|